顶尖AI大会调研“你会做空哪家初创公司？”，排名第一是Perplexity，第二是OpenAI

Core Insights - The AI industry is experiencing growing skepticism despite unprecedented capital inflow, with concerns about the sustainability of valuations for leading startups like Perplexity and OpenAI [1][2] - An informal survey at the "Cerebral Valley" summit revealed that Perplexity and OpenAI are viewed as the most likely companies to fail among those valued over $1 billion [1][2] Group 1: Perplexity - Perplexity has become a symbol of the AI bubble, with its valuation skyrocketing from $14 billion to as high as $50 billion due to rapid fundraising rounds [3] - The company’s spokesperson dismissed the survey results as mere speculation from the summit [3] Group 2: OpenAI - OpenAI, despite being seen as a major winner in the AI revolution, faces concerns over its massive infrastructure spending commitments, which reportedly could reach trillions of dollars [4] - CEO Sam Altman defended the company's valuation against skepticism, emphasizing confidence in its financial strategy [4] Group 3: Market Sentiment - There is a notable divergence in market sentiment, as both Perplexity and OpenAI also appeared on a list of companies investors are willing to bet on, indicating high-risk, high-reward dynamics in the AI sector [5][6] - Anthropic topped the bullish list with a potential valuation of $350 billion, reflecting ongoing interest in AI despite concerns of a bubble [6]